See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP3 years Service code 99 · EIN 22-1478099 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Other Fees | $44,737 |
SENTINEL PENSION ADVISORS5+ years Service code 99 · EIN 04-3422848 538 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Fees | $34,654 |
Filed as: PRIME PENSIONS, INC. Service code 49 · EIN 46-1224594 25B VREELAND ROAD, SUITE 209 · FLORHAM PARK, NJ 07932 | Other Services | $25,647 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,624 | $86,332+62.9% | $125,175+12.3% | $65,185+115.7% |
| Participation rate | 72.1% | 75.3%-3.2pp | 79.8%-7.7pp | 70.2%+1.9pp |
| Annual return | 25.80% | 27.43%-1.6pp | 43.79%-18.0pp | 29.38%-3.6pp |
| Employer contribution / active EE | $2,994 | $2,040+46.8% | $3,865-22.5% | $2,177+37.6% |
| Participant deferral / active EE | $5,412 | $3,537+53.0% | $4,937+9.6% | $3,514+54.0% |
| Admin fee / account holder | $439 | $609-27.9% | $9,702-95.5% | $847-48.1% |